SMITXETF / FundInvesco Summit Fund
Verdicts genuinely change. Free email alert the moment SMITX's does — no target price to set, unlike "Alert" above.
Whether this fund clears the published standards, and the filings behind that answer. The screen runs first and nothing on the trading side can override it.
Structure, momentum, positioning and levels. Separate from the Sharia verdict above, which this side never overrides.
Invesco Summit Fund · AIM Equity Funds (Invesco Equity Funds)
59 holdings
NON-COMPLIANT 15.57% of portfolio weight is in non-compliant holdings, over the 5% threshold.
59 holdings, 53 matched (99% of weight). Portfolio as of 2026-07-31, filed 2026-09-28. Source: SEC Form N-PORT.
1.05% of this portfolio’s income is non-permissible — weighted across holdings, computed over 95% of portfolio weight (51 of 59 holdings). The common approach purifies that proportion of income received — dividends — not of the position’s value. We report the ratio; what to do with it is a question for your own scholar.
63.0% compliant 19.9% questionable 15.6% non-compliant 1.4% unscreened
All holdings (59)
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| NVDA NVIDIA Corp. | COMPLIANT | 11.03% | AAOIFI1.1% Usmani12.1% Dow Jones Islamic0.9% S&P Shariah1.1% MSCI Islamic12.1% MSCI Islamic M-Series1.1% FTSE Shariah10.4% |
| GOOG Alphabet Inc. | QUESTIONABLE | 7.05% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| AMZN Amazon.com, Inc. | QUESTIONABLE | 6.93% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| AAPL Apple Inc. | COMPLIANT | 5.12% | AAOIFI2.1% Usmani21.5% Dow Jones Islamic2.2% S&P Shariah2.4% MSCI Islamic21.5% MSCI Islamic M-Series2.4% FTSE Shariah21.5% |
| MSFT Microsoft Corp. | QUESTIONABLE | 3.99% | AAOIFI1.5% Usmani7.5% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic7.5% MSCI Islamic M-Series1.8% FTSE Shariah5.3% |
| LRCX Lam Research Corp. | COMPLIANT | 3.60% | AAOIFI1.0% Usmani17.5% Dow Jones Islamic2.1% S&P Shariah2.4% MSCI Islamic17.5% MSCI Islamic M-Series2.4% FTSE Shariah15.8% |
| AMD Advanced Micro Devices, Inc. | COMPLIANT | 3.10% | AAOIFI0.5% Usmani5.1% Dow Jones Islamic1.2% S&P Shariah1.3% MSCI Islamic5.1% MSCI Islamic M-Series1.3% FTSE Shariah3.8% |
| WDC Western Digital Corp. | COMPLIANT | 3.02% | AAOIFI0.9% Usmani8.6% Dow Jones Islamic1.6% S&P Shariah2.1% MSCI Islamic8.6% MSCI Islamic M-Series2.1% FTSE Shariah7.6% |
| LLY Eli Lilly and Co. | COMPLIANT | 2.95% | AAOIFI5.2% Usmani38.6% Dow Jones Islamic6.4% S&P Shariah6.9% MSCI Islamic38.6% MSCI Islamic M-Series6.9% FTSE Shariah38.6% |
| TSM Taiwan Semiconductor Manufacturing Co. Ltd. | COMPLIANT | 2.71% | AAOIFI1.5% Usmani13.8% Dow Jones Islamic0.5% S&P Shariah0.6% MSCI Islamic13.4% MSCI Islamic M-Series0.6% FTSE Shariah13.4% |
| HWM Howmet Aerospace Inc. | NON_COMPLIANT | 2.64% | AAOIFI5.1% Usmani35.2% Dow Jones Islamic6.2% S&P Shariah7.9% MSCI Islamic35.2% MSCI Islamic M-Series7.9% FTSE Shariah34.0% |
| AVGO Broadcom Inc. | COMPLIANT | 2.60% | AAOIFI3.8% Usmani32.5% Dow Jones Islamic4.4% S&P Shariah5.5% MSCI Islamic32.5% MSCI Islamic M-Series5.5% FTSE Shariah32.5% |
| JCI Johnson Controls International PLC | COMPLIANT | 2.53% | AAOIFI10.8% Usmani24.8% Dow Jones Islamic13.9% S&P Shariah16.1% MSCI Islamic24.8% MSCI Islamic M-Series16.1% FTSE Shariah24.8% |
| IBKR Interactive Brokers Group, Inc. | NON_COMPLIANT | 2.16% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| AMAT Applied Materials, Inc. | COMPLIANT | 2.01% | AAOIFI1.9% Usmani16.6% Dow Jones Islamic3.4% S&P Shariah3.7% MSCI Islamic16.6% MSCI Islamic M-Series3.7% FTSE Shariah14.8% |
| META Meta Platforms, Inc. | QUESTIONABLE | 1.88% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| GEV GE Vernova Inc. | COMPLIANT | 1.72% | AAOIFI1.1% Usmani3.5% Dow Jones Islamic1.7% S&P Shariah2.0% MSCI Islamic3.5% MSCI Islamic M-Series2.0% FTSE Shariah3.5% |
| ASML.AS ASML Holding N.V. | COMPLIANT | 1.71% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| NET Cloudflare, Inc. | NON_COMPLIANT | 1.69% | AAOIFI0.3% Usmani4.0% Dow Jones Islamic0.4% S&P Shariah0.5% MSCI Islamic4.0% MSCI Islamic M-Series0.5% FTSE Shariah0.0% |
| PANW Palo Alto Networks, Inc. | COMPLIANT | 1.60% | AAOIFI0.3% Usmani1.6% Dow Jones Islamic0.5% S&P Shariah0.6% MSCI Islamic1.6% MSCI Islamic M-Series0.6% FTSE Shariah0.0% |
| VRT Vertiv Holdings Co. | COMPLIANT | 1.51% | AAOIFI3.2% Usmani19.0% Dow Jones Islamic4.5% S&P Shariah5.7% MSCI Islamic19.0% MSCI Islamic M-Series5.7% FTSE Shariah18.5% |
| CAT Caterpillar Inc. | COMPLIANT | 1.48% | AAOIFI1.6% Usmani5.3% Dow Jones Islamic2.0% S&P Shariah2.4% MSCI Islamic5.3% MSCI Islamic M-Series2.4% FTSE Shariah5.3% |
| COHR Coherent Corp. | COMPLIANT | 1.47% | AAOIFI6.0% Usmani19.3% Dow Jones Islamic12.1% S&P Shariah15.9% MSCI Islamic19.3% MSCI Islamic M-Series15.9% FTSE Shariah17.6% |
| SNOW Snowflake Inc. | COMPLIANT | 1.29% | AAOIFI0.4% Usmani5.5% Dow Jones Islamic0.7% S&P Shariah0.8% MSCI Islamic5.5% MSCI Islamic M-Series0.8% FTSE Shariah0.0% |
| MS Morgan Stanley | NON_COMPLIANT | 1.29% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| FCX Freeport-McMoRan Inc. | COMPLIANT | 1.28% | AAOIFI9.4% Usmani17.3% Dow Jones Islamic14.8% S&P Shariah15.6% MSCI Islamic17.3% MSCI Islamic M-Series15.6% FTSE Shariah15.7% |
| WMB Williams Cos., Inc. (The) | NON_COMPLIANT | 1.28% | AAOIFI35.0% Usmani50.0% Dow Jones Islamic41.0% S&P Shariah47.9% MSCI Islamic50.0% MSCI Islamic M-Series47.9% FTSE Shariah50.0% |
| TXN Texas Instruments Inc. | COMPLIANT | 1.22% | AAOIFI5.9% Usmani39.2% Dow Jones Islamic7.6% S&P Shariah8.1% MSCI Islamic39.2% MSCI Islamic M-Series8.1% FTSE Shariah39.2% |
| CRWD CrowdStrike Holdings, Inc. | COMPLIANT | 1.20% | AAOIFI0.4% Usmani6.8% Dow Jones Islamic0.7% S&P Shariah0.8% MSCI Islamic6.8% MSCI Islamic M-Series0.8% FTSE Shariah6.2% |
| ENTG Entegris, Inc. | COMPLIANT | 1.12% | AAOIFI16.5% Usmani42.3% Dow Jones Islamic22.1% S&P Shariah21.4% MSCI Islamic42.1% MSCI Islamic M-Series21.4% FTSE Shariah41.1% |
| BA.L BAE Systems PLC | NON_COMPLIANT | 1.12% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| DDOG Datadog, Inc. | NON_COMPLIANT | 1.11% | AAOIFI1.7% Usmani16.9% Dow Jones Islamic2.4% S&P Shariah2.6% MSCI Islamic16.9% MSCI Islamic M-Series2.6% FTSE Shariah13.1% |
| USFD US Foods Holding Corp. | NON_COMPLIANT | 1.05% | AAOIFI24.0% Usmani36.5% Dow Jones Islamic28.8% S&P Shariah32.1% MSCI Islamic36.5% MSCI Islamic M-Series32.1% FTSE Shariah36.5% |
| TER Teradyne, Inc. | COMPLIANT | 1.04% | AAOIFI0.2% Usmani2.0% Dow Jones Islamic0.3% S&P Shariah0.4% MSCI Islamic2.0% MSCI Islamic M-Series0.4% FTSE Shariah0.0% |
| MPWR Monolithic Power Systems, Inc. | COMPLIANT | 1.02% | AAOIFI0.0% Usmani0.4% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.4% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| CW Curtiss-Wright Corp. | NON_COMPLIANT | 0.99% | AAOIFI6.3% Usmani21.1% Dow Jones Islamic5.8% S&P Shariah7.0% MSCI Islamic21.1% MSCI Islamic M-Series7.0% FTSE Shariah17.5% |
| NTRA Natera, Inc. | COMPLIANT | 0.83% | AAOIFI0.5% Usmani9.0% Dow Jones Islamic0.9% S&P Shariah1.2% MSCI Islamic9.0% MSCI Islamic M-Series1.2% FTSE Shariah3.0% |
| TSLA Tesla, Inc. | COMPLIANT | 0.78% | AAOIFI1.1% Usmani10.8% Dow Jones Islamic1.3% S&P Shariah1.5% MSCI Islamic10.6% MSCI Islamic M-Series1.5% FTSE Shariah6.1% |
| VIK Viking Holdings Ltd. | NON_COMPLIANT | 0.76% | AAOIFI14.6% Usmani46.3% Dow Jones Islamic19.5% S&P Shariah21.5% MSCI Islamic46.3% MSCI Islamic M-Series21.5% FTSE Shariah46.3% |
| LTH Life Time Group Holdings, Inc. | NON_COMPLIANT | 0.65% | AAOIFI44.1% Usmani51.2% Dow Jones Islamic66.9% S&P Shariah80.4% MSCI Islamic51.0% MSCI Islamic M-Series80.4% FTSE Shariah17.9% |
| SNDK Sandisk Corp. | COMPLIANT | 0.62% | AAOIFI0.1% Usmani0.9% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic0.9% MSCI Islamic M-Seriespass FTSE Shariah0.0% |
| CASY Casey's General Stores, Inc. | NON_COMPLIANT | 0.62% | AAOIFI13.4% Usmani31.8% Dow Jones Islamic13.9% S&P Shariah16.3% MSCI Islamic31.8% MSCI Islamic M-Series16.3% FTSE Shariah26.6% |
| GFS GLOBALFOUNDRIES Inc. | COMPLIANT | 0.59% | AAOIFI4.6% Usmani6.7% Dow Jones Islamic4.7% S&P Shariah4.4% MSCI Islamic6.7% MSCI Islamic M-Series4.4% FTSE Shariah6.7% |
| CVNA Carvana Co. | COMPLIANT | 0.58% | AAOIFI6.8% Usmani38.2% Dow Jones Islamic8.2% S&P Shariah10.9% MSCI Islamic38.2% MSCI Islamic M-Series10.9% FTSE Shariah35.5% |
| SU Suncor Energy Inc. | COMPLIANT | 0.54% | AAOIFI13.4% Usmani21.2% Dow Jones Islamic19.8% S&P Shariah21.8% MSCI Islamic16.1% MSCI Islamic M-Series21.8% FTSE Shariah16.1% |
| MTZ MasTec, Inc. | COMPLIANT | 0.51% | AAOIFI16.4% Usmani33.2% Dow Jones Islamic19.2% S&P Shariah24.0% MSCI Islamic29.6% MSCI Islamic M-Series24.0% FTSE Shariah25.1% |
| FTI TechnipFMC PLC | COMPLIANT | 0.48% | AAOIFI3.9% Usmani12.0% Dow Jones Islamic6.3% S&P Shariah7.5% MSCI Islamic11.2% MSCI Islamic M-Series7.5% FTSE Shariah3.9% |
| MEDP Medpace Holdings, Inc. | COMPLIANT | 0.46% | AAOIFIpass Usmani— Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariah— |
| MDB MongoDB, Inc. | COMPLIANT | 0.44% | AAOIFI0.1% Usmani1.5% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.8% MSCI Islamic M-Series0.1% FTSE Shariah0.0% |
| FDXF FedEx Freight Holding Co., Inc. | COMPLIANT | 0.44% | AAOIFI31.8% Usmani89.3% Dow Jones Islamic— S&P Shariah— MSCI Islamic89.3% MSCI Islamic M-Series— FTSE Shariah62.6% |
| Invesco Treasury Portfolio | UNSCREENED | 0.42% | no in-house ratios for this holding |
| FFIV F5, Inc. | COMPLIANT | 0.40% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| Invesco Private Prime Fund | UNSCREENED | 0.33% | no in-house ratios for this holding |
| Space Exploration Technologies Corp. | UNSCREENED | 0.27% | no in-house ratios for this holding |
| Invesco Government & Agency Portfolio | UNSCREENED | 0.23% | no in-house ratios for this holding |
| FIGR Figure Technology Solutions, Inc. | NON_COMPLIANT | 0.21% | AAOIFI3.7% Usmani10.6% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic10.6% MSCI Islamic M-Seriesfail FTSE Shariah10.5% |
| Invesco Private Government Fund | UNSCREENED | 0.13% | no in-house ratios for this holding |
| INNIO HOLDING | UNSCREENED | 0.08% | no in-house ratios for this holding |
| GOOG Alphabet Inc. | QUESTIONABLE | 0.04% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
The published standards disagree about this fund by 32 points of portfolio weight — 83.6% of it passes AAOIFI, 51.2% passes MSCI Islamic. Which number is yours depends on which standard you follow.
These bars are the financial-ratio result under each standard — debt, receivables and interest income. They do not screen what the business does, so a holding can pass every ratio here and still be questionable or non-compliant on activity. The blended verdict above accounts for both.
ratios pass on 83.6% ratios fail on 9.9% 6.4% not rated under AAOIFI
ratios pass on 67.6% ratios fail on 24.2% 8.1% not rated under Usmani
ratios pass on 83.0% ratios fail on 9.5% 7.4% not rated under Dow Jones Islamic
ratios pass on 83.0% ratios fail on 9.5% 7.4% not rated under S&P Shariah
ratios pass on 51.2% ratios fail on 33.4% 15.4% not rated under MSCI Islamic
ratios pass on 83.0% ratios fail on 9.5% 7.4% not rated under MSCI Islamic M-Series
ratios pass on 68.1% ratios fail on 23.1% 8.7% not rated under FTSE Shariah
52 of 59 listed holdings carry our own per-methodology verdicts (98% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 48 (95% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| HWM Howmet Aerospace Inc. | 2.64% |
| IBKR Interactive Brokers Group, Inc. | 2.16% |
| NET Cloudflare, Inc. | 1.69% |
| MS Morgan Stanley | 1.29% |
| WMB Williams Cos., Inc. (The) | 1.28% |
| BA.L BAE Systems PLC | 1.12% |
| DDOG Datadog, Inc. | 1.11% |
| USFD US Foods Holding Corp. | 1.05% |
| CW Curtiss-Wright Corp. | 0.99% |
| VIK Viking Holdings Ltd. | 0.76% |
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Invesco Summit Fund (SMITX) is currently considered not halal (non-compliant), per our own look-through to its filed holdings. See its filed holdings and the weight breakdown below for the reasoning.
Screened on its holdings, not its name
HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A holding it cannot cover far enough is reported as unrated rather than counted as a pass.
| Holding | Weight | Verdict |
|---|---|---|
| NVDANVIDIA Corp. | 11.03% | Compliant |
| GOOGAlphabet Inc. | 7.05% | Questionable |
| AMZNAmazon.com, Inc. | 6.93% | Questionable |
| AAPLApple Inc. | 5.12% | Compliant |
| MSFTMicrosoft Corp. | 3.99% | Questionable |
| LRCXLam Research Corp. | 3.60% | Compliant |
| AMDAdvanced Micro Devices, Inc. | 3.10% | Compliant |
| WDCWestern Digital Corp. | 3.02% | Compliant |
| LLYEli Lilly and Co. | 2.95% | Compliant |
| TSMTaiwan Semiconductor Manufacturing Co. Ltd. | 2.71% | Compliant |
Top 10 of 59 holdings, 49.5% of the fund by weight. Every holding is screened, not only these.
What holds the number back
The positions keeping this fund short of 100% compliant by weight.
- GOOGquestionable7.05%
- AMZNquestionable6.93%
- MSFTquestionable3.99%
- HWMnon-compliant2.64%
- IBKRnon-compliant2.16%
- METAquestionable1.88%
What changed, and when
Verdict history for SMITX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
- 2026-09-07 No change recorded No verdict change for SMITX has been recorded since tracking began. The scan ledger records that the compliance detectors ran, not which symbols each pass covered.
ℹ️ no compliance scan has run for 6 days - this is not a reading of today
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
This fund prices once a day, so its bars carry no intraday high or low — floor-trader pivots are not defined for it.
Price Forecast
The range is measured volatility (ATR over the horizon), not a target — a wider band means a more volatile asset, not a stronger view. The direction is the indicator tally below. Every forecast is recorded when made and scored against the real price when it comes due, including the wrong ones. Not a recommendation, and not a fatwa.
Technical Summary
Standard indicator thresholds (RSI 30/70, Stochastic 20/80, CCI ±100, Williams %R −80/−20, MACD histogram sign, price vs. average) computed on daily bars. A summary of what common indicators say — not a recommendation, and not this site's own trading verdict.
Every indicator, and what it reads
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 33.90 | NEUTRAL |
| Stochastic %K (14) | 0.00 | BUY |
| CCI (20) | -137.04 | BUY |
| Williams %R (14) | -100.00 | BUY |
| MACD (12,26,9) | -0.16 | SELL |
| ROC (10) | -3.42 | SELL |
| Momentum (10) | -1.01 | SELL |
| EMA (10) | 29.70 | SELL |
| SMA (10) | 29.65 | SELL |
| EMA (20) | 30.12 | SELL |
| SMA (20) | 30.50 | SELL |
| EMA (30) | 30.32 | SELL |
| SMA (30) | 30.77 | SELL |
| EMA (50) | 30.46 | SELL |
| SMA (50) | 30.53 | SELL |
| EMA (100) | 30.43 | SELL |
| SMA (100) | 30.62 | SELL |
| EMA (200) | 29.89 | SELL |
| SMA (200) | 29.76 | SELL |
SMC — Top Down
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
Before you act on this
The questions worth asking about any verdict on this page, answered plainly.
Is a fund screened on its name?
No. HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A fund marketed as Islamic still gets the same look-through as any other.
What does unrated weight mean?
It is the share of the fund whose holdings HTR cannot cover far enough to rate. It is reported as unrated rather than counted as compliant, because a holding nobody screened should not look like one that passed.
Does the issuer's board make it compliant?
It matters, and it is noted, but it does not replace the look-through. The board's judgement and the holdings screen are shown separately so you can see when they agree and when they do not.
How often is this re-screened?
When the fund files new holdings, and on a rolling basis besides. The date on the verdict above is the last time this fund was actually recomputed.
Open research, not a fatwa. HTR applies published screening standards to filings and publishes what they say, including when they disagree. Nothing here is financial advice or a recommendation to buy or sell. Verdicts can change when new filings land.
Compare with
Same screen, different answers. Comparison is where the standards disagreeing becomes useful rather than confusing.
Peer screening computing — it will appear here on its own.
AI Summary
Plain-language summary of the evidence already on this page — the Sharia screen, structure, momentum, and order flow above. It explains the read; it doesn't make the call. Generated on demand (a live AI call), never run automatically.